Director, Financial Reporting Manager

BNY Mellon•Boston, MA

2d•$136,500 - $270,000•Onsite

About The Position

In this role, you'll make an impact by leading and managing a regional Financial Reporting organization, providing strategic oversight of client relationships and ensuring exceptional service delivery across the jurisdiction. You will develop and execute business plans, contribute to functional strategy, and establish operating frameworks, priorities, and performance standards that drive organizational success. You will provide leadership and technical guidance on complex financial statement disclosures, accounting matters, and regulatory requirements, including the interpretation and application of GAAP and other relevant accounting standards. You will serve as the senior escalation point for complex reporting, accounting, and client issues, driving timely resolution while maintaining strong risk and control discipline. You will oversee relationships with external auditors, clients, regulators, and internal stakeholders to ensure the accuracy, compliance, and timely delivery of all financial reporting and regulatory filings. You will establish reporting policies, governance standards, and quality controls to support the preparation and review of high-quality financial statements and investor reporting. You will partner with senior client representatives and audit leadership, effectively communicating complex accounting and reporting matters while fostering trusted advisor relationships. You will lead client relationship management activities, ensuring service levels consistently meet or exceed expectations, proactively resolving issues, and supporting business growth initiatives including RFPs, RFIs, and client presentations. You will act as a trusted advisor to senior management by identifying emerging risks, strengthening internal controls, and promoting a strong compliance and governance culture. You will drive operational excellence by identifying and implementing process improvements, automation opportunities, and technology solutions that enhance reporting quality, scalability, and efficiency. You will champion innovation through the identification, development, and deployment of AI and advanced analytics use cases that improve accuracy, reduce manual effort, and accelerate reporting processes. You will build, develop, and lead high-performing teams, with accountability for talent management, succession planning, employee engagement, and achievement of strategic and operational objectives.

Requirements

Bachelor's degree in Accounting, Finance, Business, or a related field, or an equivalent combination of education and relevant experience.
15+ years of progressive leadership experience managing large teams of financial reporting professionals, preferably within a fund administrator, asset servicing organization, asset manager, or Big Four accounting firm with investment funds experience.
Deep technical accounting expertise across IFRS, U.S. GAAP, Lux GAAP, and other relevant regulatory frameworks, with strong knowledge of investment fund structures, including mutual funds, hedge funds, private equity, and alternative investments.
Proven success serving as a strategic partner to senior executives and cross-functional stakeholders, influencing decisions and driving organizational outcomes.
Demonstrated ability to lead large-scale transformation initiatives, balancing strategic priorities with disciplined execution and risk management.
Self-motivated leader with a continuous improvement mindset and a track record of driving operational excellence, innovation, and organizational change.
Experience leveraging digital capabilities, automation, and data-driven decision making to improve business performance.
Proven experience delivering Generative AI and AI-enabled solutions into production environments, with measurable business impact.
Strong client-facing, communication, and stakeholder management skills, with the ability to navigate complex environments and build credibility across all levels of an organization.

Nice To Haves

Professional accounting qualification preferred (CPA, ACA, ACCA, CIMA, or equivalent).

Responsibilities

Lead and manage a regional Financial Reporting organization, providing strategic oversight of client relationships and ensuring exceptional service delivery across the jurisdiction.
Develop and execute business plans, contribute to functional strategy, and establish operating frameworks, priorities, and performance standards that drive organizational success.
Provide leadership and technical guidance on complex financial statement disclosures, accounting matters, and regulatory requirements, including the interpretation and application of GAAP and other relevant accounting standards.
Serve as the senior escalation point for complex reporting, accounting, and client issues, driving timely resolution while maintaining strong risk and control discipline.
Oversee relationships with external auditors, clients, regulators, and internal stakeholders to ensure the accuracy, compliance, and timely delivery of all financial reporting and regulatory filings.
Establish reporting policies, governance standards, and quality controls to support the preparation and review of high-quality financial statements and investor reporting.
Partner with senior client representatives and audit leadership, effectively communicating complex accounting and reporting matters while fostering trusted advisor relationships.
Lead client relationship management activities, ensuring service levels consistently meet or exceed expectations, proactively resolving issues, and supporting business growth initiatives including RFPs, RFIs, and client presentations.
Act as a trusted advisor to senior management by identifying emerging risks, strengthening internal controls, and promoting a strong compliance and governance culture.
Drive operational excellence by identifying and implementing process improvements, automation opportunities, and technology solutions that enhance reporting quality, scalability, and efficiency.
Champion innovation through the identification, development, and deployment of AI and advanced analytics use cases that improve accuracy, reduce manual effort, and accelerate reporting processes.
Build, develop, and lead high-performing teams, with accountability for talent management, succession planning, employee engagement, and achievement of strategic and operational objectives.